Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,495 | $49,897+199.6% | $80,648+85.4% | $75,177+98.9% |
| Participation rate | 38.7% | 55.3%-16.6pp | 67.0%-28.3pp | 67.2%-28.5pp |
| Annual return | 10.71% | 34.68%-24.0pp | 937.21%-926.5pp | 160.75%-150.0pp |
| Employer contribution / active EE | $915 | $1,699-46.2% | $2,724-66.4% | $2,671-65.8% |
| Participant deferral / active EE | $4,586 | $2,992+53.3% | $4,443+3.2% | $4,126+11.1% |
| Admin fee / account holder | $1,839 | $3,579-48.6% | $5,382-65.8% | $5,651-67.5% |